Finovate Demo Video Archives

Presenter Profile:

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology and personal support allow investment advisors to grow their businesses more effectively. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.

Presentation

The Power of Together = Better
The open-source world seizes opportunities with new and divergent technologies. Learn how TD Ameritrade Institutional has taken a game changing approach that is not just propelling advisors forward, but is also fostering a collaborative community of third-party technology providers.

Workshops

Check Out What’s Under the Hood of TD Ameritrade’s Open Access Platform
See why TD Ameritrade’s custodial technology had the most “very satisfied” financial advisors two years in a row.* Learn how collaborating with third-party providers has taken API connectivity, automated data feeds, embedded workflows, and more to a whole new level.

Test Drive the Deep Integrations Between Salesforce CRM and TD Ameritrade
Learn how financial advisors may improve their client service model using Salesforce CRM coupled with deep custodial integrations. Watch how efficiency can be easily attained with e-signature account opening, real-time data access, and contextual navigations to and from the custodian.

Get a Behind-the-Scenes Look at the Redtail CRM and TD Ameritrade Integration
Learn how financial advisors can work to maximize operational efficiency and provide better client service while we explore how to harness the power of scalability with e-signature integrations for account opening, real-time data access, and contextual navigations to and from the custodian.

Innovations in Wealth Management Technology to Attract Next Generation Clients
Online investment advisory solutions are providing tremendous opportunities for both established and next-generation financial advisors to grow their business. Catch up on trends in digital wealth management, the technology powering it, and how financial advisors can embrace it.

Capturing Market Opportunities With Wearable Technology
With the mass movement of data and services to the cloud, the potential to conduct business anywhere and anytime has extended to wearable technology. Hear how TD Ameritrade is using our innovative API to make staying on top of the markets a reality on Google Glass.